EDRM System Selection Process

Following the success ofo the requirements definition, our client asked us to carry on and define a set criteria for selecting suitable EDRM technology. This was developed into a full request for proposal and Venture then hosted and ran the procurement process on their behalf

Background

Our client produces methanol from a plant on Bioko Island, Equatorial Guinea. Taking natural gas from the nearby fields, the company began making methanol in 2001 and now sells it to customers around the world.

Following implementation of upgraded enterprise and maintenance management systems, the company recognised that further improvements in business efficiency were inhibited by reliance on hardcopy in key processes and by a lack of effective management of electronic information.

Venture were to assess and define their requirements for electronic document management, and produce a requirements definition and electronic document and records management (EDRM) system specification including:

Procurement strategy

Identifying suitable options and producing a technology shortlist

Creating and weighting evaluation criteria

Creating the tender document

Organising and hosting vendor demonstrations

Facilitating and advising during the system assessment process

Outcome

The company gained a clear and concise picture of the criteria systems had to meet to support their business effectively. Company personnel were able to focus their time on the actual assessment of the systems against their business needs, and benefited from the technical and commercial knowledge we were able to bring about the competing vendors and systems.

The company selected and purchased a system by the deadline date and were able to move forward with an accelerated implementation programme.